Enabling Approvals & Requests

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The Hierarchy allows organizations to control the flow of marketing spend at a more granular level according to the set-up of their instance. Requests & Approvals in Allocadia can be enabled at various levels of the Hierarchy and customized according to your organization’s business processes.

  1. On the Home Tab, click on the Master Settings hyperlink in the Edit Settings column
  2. Navigate to the Approvals & Requests Tab in the Workflow section on the left
    Note: You can collapse sections using the collapse button in line with the section name
  3. Select the checkbox next to the desired Folder, Sub-folders and Activity Plan to define which levels of the Hierarchy approvals should be enabled
    Note: An example would be if the EMEA Field Marketing team is using Approvals & Requests the checkbox next to the EMEA sub-folder would be selected and the approvals will filter down.
    Note: Enabling Approvals & Requests at the root Folder would allow Owners and Administrators to process all requests consolidated in one location at the top of the Hierarchy.
  4. Click the Save button.
    Note: Approvals & Requests will be automatically enabled for new Activity Plans created in Folders or Sub-folders that already have Requests and Approvals turned on.
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